Congratulations on the purchase of your new home. Whether this is your first home or an upgrade/downsize, the purchasing of a home is a big event in your life. When these major life changes occur, it is important that you are properly prepared. Below are a few things for you to consider now that you finally have the keys to your new home!
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Let’s kick off a new week with a new topic: Incapacity. Comprehensive estate planning is more than your legacy after death, avoiding probate, and saving on taxes. Good estate planning includes a plan in place to manage your affairs if you become incapacitated during your life and can no longer make decisions for yourself.
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A common misconception is that only wealthy families and people in high risk professions need to have an asset protection plan. But in reality, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tenant can result in a monetary judgment that will decimate your finances.
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Let’s keep rolling with the topic of incapacity but now let’s focus on choosing the right agent. A common misconception is that estate planning equates to death planning. But as we mentioned, planning for what happens after you die is only one piece of the estate planning puzzle. It is just as important to make a plan for what happens if you become mentally incapacitated.
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What do you consider your greatest asset? Protect your family and your future with a proper estate plan!
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Consider these common misconceptions about estate planning!
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No one wants unnecessary court involvement in their life. But without careful and proactive estate planning, chances are that some aspect of your estate will end up being decided there. Here are two of the most common ways court proceedings can make their way into the management and distribution of your assets, along with the estate planning measures you can take to avoid them.
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Why Probate Is Still Required Even When There Is a Will in Florida When many Floridians prepare a will, they assume it will allow their loved ones to skip probate entirely. Unfortunately, that’s rarely true. Even with a legally valid will, most estates in Florida must still go through probate to ensure assets are distributed […]
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Avoid Probate Nightmares and Family Conflict Most families don’t realize their home, savings, and life insurance can get stuck in probate court when someone passes away — even with a will. And this also often leads families into conflict and fighting over assets. Something none of us want to deal with, much less create for […]
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